ActiveCampaign + Sharepoint Integration

Integrate ActiveCampaign to Sharepoint in one click, or tell Integrately AI how you want each contact handled. Create list items, upload files, generate shareable links, and keep your documentation updated automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ActiveCampaign
    Tag is added to contact in ActiveCampaign Instant
  • ActiveCampaign
    Contact is added to list in ActiveCampaign Instant
  • ActiveCampaign
    Contact is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is updated in ActiveCampaign Instant
  • ActiveCampaign
    Contact task is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is unsubscribed in ActiveCampaign Instant
  • ActiveCampaign
    Contact note is created in ActiveCampaign Instant
  • ActiveCampaign
    Automation webhook data is received in ActiveCampaign Instant
  • ActiveCampaign
    Contact is associated with an automation in ActiveCampaign
  • ActiveCampaign
    Automation is created in ActiveCampaign
  • ActiveCampaign
    Calendar feed is created in ActiveCampaign
  • ActiveCampaign
    Pipeline is created in ActiveCampaign Instant
  • ActiveCampaign
    Pipeline stage is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is updated in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is completed in ActiveCampaign Instant
  • ActiveCampaign
    Deal note is created in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is initated in ActiveCampaign Instant
  • ActiveCampaign
    Campaign link is clicked in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is opened in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is bounced in ActiveCampaign Instant
  • ActiveCampaign
    List is created in ActiveCampaign Instant
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • ActiveCampaign
    Delete contact in ActiveCampaign
  • ActiveCampaign
    Create or update contact in ActiveCampaign
  • ActiveCampaign
    Search contact in ActiveCampaign
  • ActiveCampaign
    Create contact note in ActiveCampaign
  • ActiveCampaign
    Add tag to contact in ActiveCampaign
  • ActiveCampaign
    Get contact by id in ActiveCampaign
  • ActiveCampaign
    Remove tag from contact in ActiveCampaign
  • ActiveCampaign
    Create deal in ActiveCampaign
  • ActiveCampaign
    Update deal in ActiveCampaign
  • ActiveCampaign
    Create deal task in ActiveCampaign
  • ActiveCampaign
    Delete deal in ActiveCampaign
  • ActiveCampaign
    Search deal in ActiveCampaign
  • ActiveCampaign
    Create deal note in ActiveCampaign
  • ActiveCampaign
    Add contact to automation in ActiveCampaign
  • ActiveCampaign
    Subscribe/Unsubscribe contact from list in ActiveCampaign
  • ActiveCampaign
    Create tracked event in ActiveCampaign
  • ActiveCampaign
    Create deal stage in ActiveCampaign
  • ActiveCampaign
    Search deal owner in ActiveCampaign
  • ActiveCampaign
    Delete deal stage in ActiveCampaign
  • ActiveCampaign
    Delete deal pipeline in ActiveCampaign
  • ActiveCampaign
    Create account in ActiveCampaign
  • ActiveCampaign
    Update account in ActiveCampaign
  • ActiveCampaign
    Search account in ActiveCampaign
  • ActiveCampaign
    Create tag in ActiveCampaign
  • ActiveCampaign
    Search tag in ActiveCampaign
  • ActiveCampaign
    Create campaign in ActiveCampaign
  • ActiveCampaign
    Search list in ActiveCampaign
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready Workflows Ready Workflows for ActiveCampaign + Sharepoint Integration

Capture new contacts, create list items, upload files, organise folders, and generate shareable links, all in just one click.

Most popular automationsmost-popular-automations
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ActiveCampaign + Sharepoint flow

Send notifications, sync customer records, alert your team, and track follow-up tasks across your favourite business tools. Pick a combination and activate it in one click.

ActiveCampaign
Sharepoint
+
SalesforceSalesforce (3)
+
Microsoft TeamsMicrosoft Teams (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
A
S
S
Add new ActiveCampaign contacts to your Sharepoint list, and sync the record to Salesforce.
New ActiveCampaign contacts immediately appear in Sharepoint as list items while updating Salesforce, keeping your customer data unified.
S
A
S
When a file is created in folder in Sharepoint, update the ActiveCampaign contact and sync the record in Salesforce.
Sharepoint file uploads automatically trigger contact updates in ActiveCampaign and sync changes to Salesforce without manual effort.
A
S
S
Create a Sharepoint folder when an ActiveCampaign deal is created, and log the project in Salesforce.
New deals in ActiveCampaign automatically generate structured Sharepoint folders and Salesforce project entries.

Supported triggers and actions for ActiveCampaign and Sharepoint

Mix and match to build the exact automation you need

ActiveCampaign
ActiveCampaign Triggers & Actions
Instant
Tag is added to contact in ActiveCampaign
Triggers the automation when a tag is added
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Instant
Contact is added to list in ActiveCampaign
Triggers the automation when a contact is added to a list
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Instant
Contact is created in ActiveCampaign
Triggers the automation when a new contact is created
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Instant
Contact is updated in ActiveCampaign
Triggers the automation when a contact is updated
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Instant
Contact task is created in ActiveCampaign
Triggers the automation when a task is created for any contact
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Instant
Contact is unsubscribed in ActiveCampaign
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Contact note is created in ActiveCampaign
Triggers the automation when a note is added to any contact
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Instant
Automation webhook data is received in ActiveCampaign
Triggers the automation when webhook data is received
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Contact is associated with an automation in ActiveCampaign
Triggers the automation when a contact is associated with a particular automation
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Automation is created in ActiveCampaign
Triggers the automation when a new automation flow is created
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Calendar feed is created in ActiveCampaign
Triggers the automation when a new event is added to a calendar feed
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Instant
Pipeline is created in ActiveCampaign
Triggers the automation when a new pipeline is created
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Instant
Pipeline stage is created in ActiveCampaign
Triggers the automation when a pipeline stage is changed
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Instant
Deal is created in ActiveCampaign
Triggers the automation when a deal is created
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Instant
Deal is updated in ActiveCampaign
Triggers the automation when a deal is updated
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Instant
Deal task is created in ActiveCampaign
Triggers the automation when a deal task is created
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Instant
Deal task is completed in ActiveCampaign
Triggers the automation when a deal task is completed
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Instant
Deal note is created in ActiveCampaign
Triggers the automation when a deal note is created
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Instant
Campaign is initated in ActiveCampaign
Triggers the automation when a particular campaign is started
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Instant
Campaign link is clicked in ActiveCampaign
Triggers the automation when any campaign link is clicked
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Instant
Campaign is opened in ActiveCampaign
Triggers the automation when any campaign is opened
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Instant
Campaign is bounced in ActiveCampaign
Triggers the automation when a campaign is marked as bounced
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Instant
List is created in ActiveCampaign
Triggers the automation when a new list is created
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Delete contact in ActiveCampaign
Removes a contact from the address book
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Create or update contact in ActiveCampaign
Adds or update contact information
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Search contact in ActiveCampaign
Finds and retrieves contact information
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Create contact note in ActiveCampaign
Records important details and notes for a contact
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Add tag to contact in ActiveCampaign
Adds particular tag to a contact in the crm
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Get contact by id in ActiveCampaign
Retrieves a contact's information based on their id
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Remove tag from contact in ActiveCampaign
Untag the contact
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Create deal in ActiveCampaign
Generates a new deal with
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Update deal in ActiveCampaign
Updates deal information based on new criteria or changes
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Create deal task in ActiveCampaign
Creates and link a new task for a particular deal
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Delete deal in ActiveCampaign
Removes a deal entry from the system
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Search deal in ActiveCampaign
Retrieves and find a deal
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Create deal note in ActiveCampaign
Adds a note to a deal
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Add contact to automation in ActiveCampaign
Adds a contact to a automation workflow
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Subscribe/Unsubscribe contact from list in ActiveCampaign
Subscribes or unsubscribes a contact from a list
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Create tracked event in ActiveCampaign
Creates a new tracked event
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Create deal stage in ActiveCampaign
Creates a new deal stage
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Search deal owner in ActiveCampaign
Scan and retrieve the owner of a particular deal
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Delete deal stage in ActiveCampaign
Removes a deal stage from the system
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Delete deal pipeline in ActiveCampaign
Removes a deal pipeline from the system
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Create account in ActiveCampaign
Generates a new account
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Update account in ActiveCampaign
Updates account information
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Search account in ActiveCampaign
Searches for account information
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Create tag in ActiveCampaign
Generates a new tag
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Search tag in ActiveCampaign
Searches for a tag
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Create campaign in ActiveCampaign
Generates and launch a new marketing campaign
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Search list in ActiveCampaign
Scans and retrieves results for a particular list
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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Search site in Sharepoint
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Create list item in Sharepoint
Adds a new item to a list
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Create list in Sharepoint
Generates a new list
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
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Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
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Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
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What can you automate with ActiveCampaign + Sharepoint?

Streamline your marketing data and document storage by automating contact tracking, file uploads, and list updates across both platforms.

What you can automate?
🔄
Sync new ActiveCampaign contacts directly into Sharepoint list items
Automatically create a new Sharepoint list item the moment a contact is created in ActiveCampaign. Keep your document records and marketing databases perfectly aligned.
📋
Capture all submitted contact details and custom fields
Map every available ActiveCampaign contact property and custom field straight into your Sharepoint list columns. Ensure no valuable customer detail is left behind.
🔔
Alert your team instantly when new files are uploaded
Trigger team notifications and status updates as soon as a file is created in folder in Sharepoint. Keep stakeholders informed without manual status checks.
🔀
Route records based on submitted contact tags or deal stages
Send contacts to specific Sharepoint folders or lists depending on tags added in ActiveCampaign or deal pipeline stages. Tailor document storage to client tiers.
📁
Automatically provision client folders upon deal creation
Create a dedicated folder in Sharepoint whenever a new deal is created in ActiveCampaign. Establish organized workspaces for every new client immediately.
🔍
Search and update existing records to prevent duplicates
Check for existing list items or contact entries before creating new ones in Sharepoint. Maintain clean databases without redundant clutter.
Manage follow-up tasks and deal progression changes
Update Sharepoint lists and trigger follow-up actions when deal tasks are completed or contact statuses change in ActiveCampaign. Keep your pipeline moving forward.
🔌
Extend your workflow to messaging and CRM platforms
Connect your ActiveCampaign and Sharepoint automation with Slack, HubSpot, or Gmail to notify teams, send emails, and log customer interactions across your stack.
And much more...

Who is ActiveCampaign + Sharepoint integration for?

Marketing teams and operations managers drowning in manual document management and contact syncing benefit from a streamlined flow that keeps files and records instantly aligned.

Marketing directors
Marketing directors
Sales representatives
Sales representatives
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Account managers
Account managers
Compliance officers
Compliance officers
📈
Marketing directors
You're tracking campaign metrics and contact signups in ActiveCampaign, but your report sheets in Sharepoint only update when someone manually exports records, so your conversion numbers are always outdated — with this integration, every new contact lands in Sharepoint instantly and your campaign reports stay accurate.
Sales representatives
You need to act fast on incoming leads from ActiveCampaign, but document handoffs to Sharepoint happen via slow manual transfers, so you find out about client files hours too late — this integration means every contact triggers immediate file creation and your sales pipeline stays responsive.
🤝
Client success managers
You answer to clients who want to see document progress and onboarding milestones tracked in shared Sharepoint folders, but manual logging leaves gaps in their history — automating both apps means every contact update reflects in your client repositories right away.
📊
Operations coordinators
The volume of new contacts and deals coming from ActiveCampaign is too high for anyone to keep Sharepoint lists and folders organized by hand, leading to missing records — connecting these apps means automated record creation handles the high volume without errors.
🔄
Account managers
You own the client onboarding step and depend on marketing teams to hand over ActiveCampaign contact data before you can create Sharepoint workspaces, causing operational bottlenecks — integrating these apps means client handoffs happen automatically the moment a contact registers.
🛡️
Compliance officers
You need a reliable audit history of every client interaction and document upload, but manual record-keeping in Sharepoint leaves frequent gaps in your tracking — this integration means every contact event and file upload is logged reliably without missing details.
Our team

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Why choose Integrately to automate ActiveCampaign + Sharepoint

Build and manage your ActiveCampaign + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ActiveCampaign + Sharepoint with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect ActiveCampaign to Sharepoint?
Frequently Asked Questions
You can connect ActiveCampaign to Sharepoint in 1 click using Integrately. Choose from ready automation templates or ask Integrately AI to build custom multi-step flows connecting both apps alongside Slack, HubSpot, and Gmail.
Can I automatically create Sharepoint list items from new ActiveCampaign contacts?
Frequently Asked Questions
Can I connect ActiveCampaign, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ActiveCampaign and Sharepoint?
Frequently Asked Questions
How does ActiveCampaign sync custom contact fields into Sharepoint?
Frequently Asked Questions
Can I trigger Sharepoint file uploads from ActiveCampaign deals?
Frequently Asked Questions
Do I need coding skills to automate ActiveCampaign and Sharepoint?
Frequently Asked Questions
Is the ActiveCampaign and Sharepoint integration free?
Frequently Asked Questions
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Sharepoint
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Sync Sharepoint with cloud storage, project management, and document tools to keep files organised across your organisation.